Wealth2K Inc

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West Branch Capital LLC, based in Boston, MA, is an independent, fee-only, minority-owned SEC registered Investment Adviser that prioritizes acting in the best interests of its clients. Established in 2004, the firm provides a comprehensive suite of wealth management services, including investment management, financial planning, estate planning, and tax strategies. The firm's team of fiduciary advisors is committed to transparency and integrity, ensuring that clients receive personalized investment solutions tailored to their unique financial goals. West Branch Capital serves a diverse clientele, including professors, artists, business owners, and multi-generational families, helping them navigate their financial futures with confidence. Generated from the website

AGF Management Limited is a prominent investment management firm offering a diverse range of financial services, including mutual funds, ETFs, and wealth management solutions through its divisions: AGF Investments, AGF Capital Partners, and AGF Private Wealth. Committed to corporate responsibility, AGF emphasizes sustainability, community giving, and investing in talent while fostering a culture of diversity, equity, and inclusion. With a recent leadership transition marked by Judy Goldring's appointment as CEO following the passing of Kevin McCreadie, AGF continues to prioritize its strategic initiatives and the management of assets under its care. The firm is dedicated to providing insightful investment solutions and maintaining strong governance practices in a dynamic financial landscape. Generated from the website